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Working with tabs

How to use tabs in ProdSys to keep multiple orders, articles and contacts open at the same time.


Introduction

The tab feature lets you work with several screens at once in ProdSys, in the same way as tabs in a web browser. Each menu option opens in its own tab, and each order, article or contact you open also gets its own tab. You can switch between tabs without losing the work you have done.

The feature is useful if you often move between several tasks – for example comparing two orders, following up with multiple customers, or working with several articles in parallel.

Prerequisites

  • The feature must be enabled by an administrator under System → Settings → General

  • The setting applies to the entire company – all users get the feature when it is enabled

How to enable tabs (administrator)

  1. Go to System → Settings → General

  2. Find the option for the tab feature

  3. Turn the setting on

  4. Save

The feature is now available to all users in the company.

How to use tabs

Open new tabs

  • Click a menu option – it opens in a new tab

  • Click an order, article or contact – it opens in its own tab

Switch between tabs

  • Click a tab at the top of the screen to switch to it

  • Use the left and right arrows next to the tab row when many tabs are open

Reorder tabs

  • Click and hold a tab, drag it to the desired position and release

  • Use this to keep related tabs next to each other

Close tabs

  • Click the × on a single tab to close it

  • Use Close all tabs to clear the entire tab row at once

Field reference

Element

Description

Tab

A screen you have opened – order, article, contact or menu option

Active tab

The tab you are currently working in

Scroll arrows

Arrows on the left and right of the tab row, used when many tabs are open

Close all tabs

Closes the entire tab row at once

Tips and best practices

  • Use tabs to compare two orders or contacts side by side

  • Reorder tabs by drag and drop to keep the most important ones at the front

  • Close tabs you no longer need to keep things organised

  • State and entered values are preserved in a tab as long as it stays open

  • Open tabs are remembered between logins – you can pick up where you left off at the next login

Limitations

  • An administrator must enable the feature before users get access

Related articles

  • Navigation

  • User interface

  • System Configuration

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